CFA Institute proudly participates in premier industry events that bring together investment professionals, thought leaders, and changemakers from around the world. Whether we’re sponsoring, speaking, or partnering with CFA® Societies, these engagements reflect our commitment to advancing the investment profession through collaboration, insight, and global presence. Explore upcoming opportunities to hear from our experts, meet with our team, and engage with the broader financial community.
Upcoming events
FMA Conference
5–6 March 2026 | New York City
Hosted by the Financial Management Association, this event bridges academic research and industry practice through panels, networking, and educational sessions. It is an ideal opportunity for students and early-career professionals to connect with thought leaders, explore new research in finance, and learn how the CFA designation aligns with their career goals.
SuperReturn North America
16–18 March 2026 | Miami, USA
SuperReturn North America brings together senior private markets professionals to explore private equity, private credit, secondaries, venture capital, and private wealth through specialist summits, panels, and networking. The event offers insights into evolving strategies and industry trends, with opportunities to engage with CFA Institute and gain perspective on investment careers. To receive 20% off, use discount code FKR3585CFA at registration.
GAME Forum
19–20 March 2026 | New York City
The GAME Forum is one of the largest student investment conferences in the world. It brings together finance students, faculty, and professionals for two days of practical, career-focused programming. With speakers from leading firms and interactive discussions on portfolio management, investment strategy, and market outlooks, the event offers direct engagement with CFA Institute and guidance on pursuing the CFA charter.
Sustainability Week Asia
25–26 March 2026 | Bangkok, Thailand
Sustainability Week Asia brings together regional leaders to discuss climate transition, sustainable investment, and economic resilience across Asia Pacific markets. Through case studies and cross-sector dialogue, attendees share practical approaches to impact and growth. CFA Institute’s David von Eiff participates in the program, contributing to discussions on sustainable finance.
Future Alpha2026
31 March - 1 April 2026 | New York City, USA
Future Alpha convenes global quants, portfolio managers, and risk leaders to explore cross-asset investing, AI integration, alternative data, and portflio construction. CFA Institute’s Allison Adams delivers a plenary keynote examining information, uncertainty, and the future of active investment management.
FactSet Focus
4-7 May 2026 | Austin, TX, USA
FactSet FOCUS 2026 gathers finance professionals, data leaders, and technology experts for multiple days of sessions exploring how connections across data, teams, and decisions drive strategy forward. The event features impactful keynotes, breakout discussions, hands-on sessions, and ne working designed to support confident decision-making in a changing environment.
Global Excel Summit
19–20 May 2026 | London and online
This international summit is designed for finance professionals and students looking to strengthen their skills in Excel, financial modeling, and data analysis. Through in-person and virtual sessions, participants will explore how these technical tools connect to broader finance competencies. The event also highlights how the CFA Program supports professionals navigating the evolving landscape of data-driven investment decision-making.
CFA Institute events you may be interested in
Happiness at work: Practical science and strategies for the global finance professional
This exclusive member webinar explores what it really means for CFA charterholders to be happy at work, and why it matters, especially in the world of finance.
CFA® Program career paths webinar series: Performance Measurment Analyst
We continue the series by focusing on Performance Measurement Analyst, the buy-side role which generates routine and non-routine fund reports for clients and internal use at institutions such as asset managers, pension funds, asset owners, insurance companies and treasury departments.
Private capital frontiers: Reinventing due diligence
As private opportunities proliferate, robust due diligence is critical. Learn what top-tier selection looks like—and how to avoid costly blind spots.